Q4 2018 Holdings
Filed 2019-02-14 | 12 holdings | $236.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $234.7M | 1,825,000 | 99.1% |
| Spirit Aerosystems Hldgs Inc(S9Q) | COM CL A | 848574109 | $486.6K | 6,750,104 | 0.2% |
| Bank Amer Corp(BAC) | COM | 060505104 | $357.3K | 14,500,000 | 0.2% |
| New York Times Co(NYT) | CL A | 650111107 | $285.0K | 12,784,000 | 0.1% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $215.3K | 125,000 | 0.1% |
| Ferrari N V(RACE) | COM | N3167Y103 | $208.8K | 2,100,000 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $181.2K | 175,000 | 0.1% |
| Gray Television Inc(GTN) | COM | 389375106 | $117.9K | 8,000,000 | 0.0% |
| Altaba Inc(AABAUSD) | COM | 021346101 | $107.2K | 1,850,000 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $99.5K | 308,500 | 0.0% |
| Novocure LTD(NVCR) | ORD SHS | G6674U108 | $72.0K | 2,150,000 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $24.6K | 155,000 | 0.0% |